Trainings

Trainings

The CFB conducts a variety of trainings across all five boroughs to help campaigns comply with the rules, disclose their finances via C-SMART, and navigate the post-election audit process.

Register for a Training

5 Borough Tour
Based on campaign feedback, the CFB is launching an initiative called the 5 Borough Tour to expand the training locations to public libraries across New York City. We will be conducting New to the CFB and Compliance in all 5 boroughs. These seminars are open to the public, including potential candidates, treasurers, campaign staff and volunteers.

In-Office Trainings
In-office trainings are held in the afternoon and evening at the CFB offices located at 100 Church Street, 12th Floor, in lower Manhattan. Class size is limited and late arrivals may not be accepted. A photo ID is required at the security desk in the building lobby. - Individuals that are interested in attending a training in the CFB office must RSVP below. A Candidate Services liaison will confirm your registration prior to the training. Please note that compliance training must be completed prior to C-SMART training.

Session	Date	Location
New to the CFB	09/14/2019 (02:00 PM - 04:00 PM)

Candidate Consultation

Upon completion of a campaign’s Compliance & C-SMART training requirement and submission of at least one disclosure statement, campaigns have the opportunity to have a formal consultation with their Candidate Services Liaison in person. This is a chance to get organized and understand CFB requirements outside of trainings and regular phone/email correspondence. Liaisons will go over best practices, as well as address compliance practices specific to the campaign.

Compliance

Compliance trainings cover campaign finance laws and CFB rules. The candidate, treasurer, campaign manager or other individual with significant managerial control over a campaign is legally required to this training.
Note: Compliance training must be completed prior to C-SMART training.

C-SMART

C-SMART trainings provide an overview of the CFB’s web-based application, which campaigns must use to manage and disclose financial activity. The candidate, treasurer, campaign manager or other individual with significant managerial control over a campaign is legally required to attend this training.

New to the CFB Seminar

The New to the CFB seminar is optional and geared toward first-time candidates and campaign staff. This seminar will provide an overview of some of the expectations and demands of running for city office.
Recommendation: Attend this seminar prior to the mandatory Compliance and C-SMART trainings.

Post-Election

Post-election trainings help campaigns understand the post-election audit process, and more specifically, the Initial Documentation Request. During the training, we review common types of CFB audit findings, make basic recommendations on how to respond, and offer tips to help organize your campaign's response. Attending a post-election training can also expedite the issuance of your campaign's Final Audit Report. Please contact your Candidate Services Liaison for more information.

Webinars

Candidate Services now offers a series of webinars to committees registered with the CFB. Before tuning in, attendees must download the GoToWebinar software or mobile app.

E-Learning Archive

Introduction to Statement Reviews

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